The IT consultancy company required an advanced web-based service management tool for organization and tracking. The project’s key goal was providing managers, consultants and accountants with the ability to manage customers, purchase orders, services, invoicing, payments and employees.
Main functionalities include:
- Services defined as a group of employees allocated for the function acquired by a client
- Hourly packages to offer clients a choice of extra and overtime hours
- Notion of functions, which must be associated with a service immediately following a client’s service purchase
- Invoice generation
- Reporting with hourly figures (normal, overtime and on-call) and expenses
The project’s spec, written partly in Portuguese requiring an in-house translation, numbered over 60 pages. The company modified the description of several modules (commissions, purchase orders and invoices generation) throughout the development stages. However, in spite of these changes and language variances, only a few mockups were necessary on the UI side.